ESL Underwriting
One page over the medical stop-loss submissions imported from ESLOffice (Esl/Office/Submissions).
Pick a scope, type to narrow, open a submission: its Overview, Structure, Tower, Compliance,
Economics, ClaimsCompare and Offer views come from the Underwriting package.
| Tab | Shows |
|---|---|
| Pipeline | received, under assessment and quoted |
| Offers out | quoted, the offer with the group's producer |
| Under assessment | received and under assessment |
| Bound | sold |
| Declined & lost | declined, not taken up |
| Renewals / New business | by relationship |
| All | the whole book |
The tabs share one search bar, so a term you type follows you across them. Quote options lists every deductible option offered, one row each.
Data: ESLOffice/tools/esl_to_mesh.py in this repository. Nothing here is PartnerRe data until
the import runs against the real ESLOffice.